WizeHive Overview

WizeHive is a collection of business tools that empower people to take control of their data and get their work done. WizeHive is easy enough that anyone can find, install, and create apps without any coding knowledge or help from IT. WizeHive also offers enough control that IT departments can mitigate data security risks within an organization. Data is secure, yet easily accessed anytime by anyone invited to a Workspace.

Adding a Workspace is the first part of the WizeHive system. The Workspace is the facility through which you will be able to set up a form, Workflows, reports, and perform all the actions described below. You are not limited to one Workspace. You may find reasons to use more than one Workspace for an application. We are sure that once you get started you will find an endless number of ways to use WizeHive.

How to Begin

Workspaces are configured in WizeHive by creating a Workspace or joining an existing Workspace

You can duplicate an existing Workspace if you anticipate that the setups will be similar.

You can join an existing Workspace. Join an existing Workspace using the Workspace name and password that have been provided to you by the Workspace administrator.

The Basics

All applications are installed into WizeHive Workspaces, with a set of tools that make it easy to combine custom forms, Workflow rules, and automate tasks. All WizeHive applications will generally consist of:

Forms: Make an entry form, application form, or create any kind of form you can think of. Read more about forms.

Workflows: Workflows can automate the movement of records between folders, copy of records across and between Workspaces, sending emails, or similar actions. Read more about Workflows.

Reports: View the records that have been created or report on the reviews of those records. Export information to Excel for further manipulation. Read more about reports.

People: Collaborate and review data through internal or external WizeHive pages with people that you invite to the Workspace. Read more about types of users.

These concepts and how to accomplish them with WizeHive are included in this Knowledge Base. There are also a number of components that WizeHive offers, manifested as tabs in your Workspace, that can enhance your program and experience. Some of these include: